Yaupon Capital Management LP

Position in TLN — Talen Energy Corp

CIK 1755028 NEW YORK, NY

Position in TLN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$25,268,969

+$17,174,223 QoQ

Shares Held

79,156

+184.3% QoQ

Ownership

0.174%

of shares outstanding

% of Portfolio

1.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Mar 31, 2026

Yaupon Capital Management LP holds $116,588,614 across 3 Utilities - Independent Power Producers names. TLN ranks #2 (21.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VST	Vistra Corp.	451,591	$67,887,675
2	TLN	Talen Energy Corp This page	79,156	$25,268,969
3	TAC	Transalta Corp	1,788,700	$23,431,970

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$25,268,969	79,156	+184.3%	Shares	Sole	2026-05-15
2025-06-30	$8,094,746	27,839	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.